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Disclosery

SPGM SPDR INDEX SHS FDS

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ST STR MSCI GLB (fund)

139 managers (139 13F filers) reported a position in SPGM shares at 2025-06-30, 9,481,269 shares in all. 15 filers opened a position and 10 filers sold out during the quarter.

Managers
139
13F filers
139
New
15
Added
56
Reduced
43
Sold out
10
Shares held by filers
9,481,269

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC2,628,272$181M0.06%+277,58013F-HRTimeline
Sequoia Financial Advisors, LLC1,280,673$88.4M0.61%-94,56813F-HRTimeline
Mariner, LLCin group Mariner, LLC381,365$26.3M0.04%-49,81513F-HRTimelineGroup
Peak Financial Management, Inc.373,490$25.8M7.33%+1,20813F-HRTimeline
Advance Capital Management, Inc.359,801$24.8M1.13%+4,61213F-HRTimeline
HighTower Advisors, LLC349,573$24.1M0.03%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…278,612$19.5M0.03%-58,63013F-HRTimeline
Private Advisor Group, LLC277,170$19.1M0.1%-6,14713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/248,288$17.1M<0.01%-5,70613F-HRTimelineGroup
Schaeffer Financial LLC246,783$17M16.63%+5,79513F-HRTimeline
FLOW TRADERS U.S. LLC241,495$16.7M0.62%+155,09513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC170,223$11.7M0.02%-250,09213F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD163,800$11.3M0.15%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY129,876$8.96M<0.01%+34,23913F-HRTimelineGroup
Ethos Financial Group, LLC119,298$8.23M0.71%-6,11213F-HRTimeline
Belpointe Asset Management LLC112,093$7.73M0.32%+10,36913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO99,002$6.83M<0.01%+85,63213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC97,278$6.71M<0.01%-3,29813F-HRTimelineGroup
Balentine LLC88,466$6.1M0.24%+40,68713F-HRTimeline
UNIQUE WEALTH, LLC86,171$5.95M0.96%-5,38713F-HRTimeline
UBS Group AGin group UBS Group AG85,916$5.93M<0.01%+2,10713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…85,735$5.92M<0.01%+25,99913F-HRTimelineGroup
Trilogy Capital Inc.80,268$5.54M0.27%-3,89813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.75,031$5.18M0.01%+5,69213F-HR/ATimelineGroup
Barden Capital Management, Inc.73,085$5.04M4.42%-49113F-HRTimeline
Coastal Bridge Advisors, LLC71,054$4.9M0.41%+3,77713F-HRTimeline
Destiny Wealth Partners, LLC58,018$4M0.54%+3,42013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC54,091$3.73M<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC53,443$3.69M0.01%-2,30513F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.45,213$3.12M1.52%-8,85513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA44,040$3.04M<0.01%+16,39013F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC42,231$2.91M<0.01%+16,62913F-HRTimelineGroup
FINANCIAL CONSULATE, INC41,176$2.84M0.56%+1,75913F-HRTimeline
CWM, LLCin group CWM, LLC40,056$2.76M0.01%-2,49213F-HRTimelineGroup
Cresset Asset Management, LLC39,970$2.76M0.01%013F-HR/ATimeline
ACT WEALTH MANAGEMENT, LLC39,546$2.73M1.15%+3,09513F-HRTimeline
Great Waters Wealth Management36,879$2.54M0.33%-1,08113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC36,135$2.49M<0.01%-107,48213F-HRTimelineGroup
FORONJY FINANCIAL LLC35,332$2.44M1.14%13F-HRTimeline
Convergence Financial, LLC32,061$2.21M0.38%+60913F-HRTimeline
Atria Wealth Solutions, Inc.32,040$2.21M0.05%+40313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP30,128$2.08M<0.01%+5213F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…27,088$1.87M0.01%+4,84013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC26,588$1.83M0.01%+53313F-HRTimeline
Clearstead Advisors, LLC25,498$1.76M0.02%-19,57113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP25,267$1.74M<0.01%-37113F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC23,662$1.63M0.08%-42613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…22,526$1.55M0.06%-42013F-HRTimeline
Tennessee Valley Asset Management Partn…20,167$1.39M0.35%+2,25113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV19,474$1.34M<0.01%013F-HRTimeline
Chicago Partners Investment Group LLC15,316$1.09M0.03%+16013F-HRTimeline
CX Institutional15,415$1.06M0.04%-72913F-HR/ATimeline
IAG Wealth Partners, LLC14,856$1.03M0.14%+1,15713F-HRTimeline
Americana Partners, LLC14,496$1M0.03%-12513F-HRTimeline
Waverly Advisors, LLC13,089$903K0.01%-60513F-HRTimeline
Flagship Private Wealth, LLC12,398$855K0.36%+6613F-HR/ATimeline
Merit Financial Group, LLC11,677$806K0.01%-15213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,466$791K0.02%+2,05413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC11,381$785K<0.01%+4,46013F-HRTimelineGroup
FSM Wealth Advisors, LLC10,506$726K0.12%+26913F-HRTimeline
Holos Integrated Wealth LLC10,066$715K0.43%-2,23513F-HRTimeline
PRIVATE TRUST CO NA10,348$714K0.07%+6613F-HRTimeline
Financial Advocates Investment Manageme…10,256$708K0.06%new13F-HRTimeline
Christensen, King & Associates Investme…10,195$703K0.32%-3713F-HRTimeline
LVW Advisors, LLC10,091$696K0.08%-8,25313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,081$696K<0.01%013F-HRTimeline
New England Capital Financial Advisors …9,739$672K0.31%+55013F-HRTimeline
KPP Advisory Services LLC9,339$644K0.11%+76413F-HR/ATimeline
Cetera Investment Advisers9,291$641K<0.01%+2,07413F-HRTimeline
Garrett Wealth Advisory Group, LLC9,009$622K0.13%+56013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC8,964$618K<0.01%+1,01113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,800$607K<0.01%new13F-HRTimelineGroup
Professional Financial Advisors, LLC8,712$601K0.14%-54713F-HRTimeline
Atlas Private Wealth Advisors8,226$568K0.07%-1,25713F-HRTimeline
PFG Advisors8,028$554K0.03%+66113F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.7,826$540K0.02%+23513F-HRTimelineGroup
Western Wealth Management, LLC7,355$507K0.03%+41313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,988$482K0.02%-21613F-HRTimelineGroup
BIP Wealth, LLC6,886$475K0.03%-56013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,856$473K<0.01%+27313F-HRTimelineGroup
Verdence Capital Advisors LLC6,450$445K0.03%+5513F-HRTimeline
Vernal Point Advisors, LLC6,435$444K0.26%013F-HRTimeline
Bridgewater Advisors Inc.6,051$427K0.03%+9813F-HRTimeline
Investment Planning Advisors, Inc.5,972$412K0.15%-91,41413F-HRTimeline
Jacobi Capital Management LLC5,781$399K0.03%+98213F-HRTimeline
Cornerstone Wealth Management, LLC5,382$371K0.02%-55513F-HRTimeline
Financial Engines Advisors L.L.C.5,085$351K<0.01%new13F-HRTimeline
Koshinski Asset Management, Inc.4,870$336K0.03%+8613F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth4,743$327K<0.01%-28113F-HRTimelineGroup
Geneos Wealth Management Inc.4,331$299K0.01%+1,50713F-HRTimeline
IHT Wealth Management, LLC4,288$296K0.01%-20313F-HRTimeline
Key Financial Inc4,248$293K0.06%-69913F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC4,026$278K0.24%-17913F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…3,918$270K0.04%+56113F-HRTimelineGroup
Cape Investment Advisory, Inc.3,646$252K0.09%013F-HRTimeline
Perennial Advisors, LLC3,600$248K0.05%new13F-HRTimeline
United Advisor Group, LLC3,589$248K0.04%+1813F-HRTimeline
C M BIDWELL & ASSOCIATES LTD3,552$245K0.13%+113F-HRTimeline
MCF Advisors LLC3,279$226K0.01%013F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC3,275$226K0.13%013F-HRTimeline
Golden State Wealth Management, LLC2,929$202K0.02%new13F-HRTimeline
FAS Wealth Partners, Inc.2,463$170K0.01%+1513F-HRTimeline
Larson Financial Group LLC2,313$160K0.01%+1913F-HRTimeline
Plante Moran Financial Advisors, LLC1,753$121K0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,680$116K0.01%+313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,562$107K<0.01%new13F-HRTimelineGroup
ACIMA PRIVATE WEALTH, LLC1,462$101K0.03%-16013F-HRTimeline
Strategic Wealth Investment Group, LLC1,412$97.4K0.14%new13F-HRTimeline
Global Retirement Partners, LLC1,332$91.9K<0.01%13F-HRTimeline
AlphaCore Capital LLC1,264$87.2K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd1,214$83.8K<0.01%new13F-HRTimeline
Joseph Group Capital Management1,207$83.3K0.03%-73013F-HR/ATimeline
FMR LLCin group FMR LLC954$65.8K<0.01%+24313F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC855$59K0.02%-43013F-HRTimeline
Clearstead Trust, LLC734$50.6K0.01%013F-HRTimeline
Scarborough Advisors, LLC659$45.5K0.01%new13F-HRTimeline
NewEdge Advisors, LLC528$36.4K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC428$29.5K<0.01%+413F-HRTimeline
ROTHSCHILD INVESTMENT LLC376$26K<0.01%+313F-HRTimeline
AE Wealth Management LLC361$24.9K<0.01%013F-HRTimeline
MGB Wealth Management, LLC300$20.7K0.01%013F-HRTimeline
Hughes Financial Services, LLC292$20.6K<0.01%-6,34413F-HRTimeline
Midwest Capital Advisors, LLC229$15.8K0.01%013F-HRTimeline
Parallel Advisors, LLC221$15.3K<0.01%new13F-HRTimeline
Longview Financial Advisors LLC219$15.1K0.01%-913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…171$11.8K<0.01%new13F-HRTimelineGroup
Tidemark, LLC156$10.8K<0.01%+8713F-HRTimeline
Steward Partners Investment Advisory, L…129$8.9K<0.01%+3513F-HRTimeline
GAMMA Investing LLC97$6.69K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC80$5.52K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…80$5.52K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC67$4.64K<0.01%013F-HRTimeline
CoreCap Advisors, LLC56$3.86K<0.01%013F-HRTimeline
Investors Research Corp46$3.17K<0.01%013F-HRTimeline
Beacon Capital Management, LLC14$966<0.01%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC1$98<0.01%new13F-HRTimeline
Accredited Wealth Management, LLC1$69<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$21<0.01%-4,18613F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.